Estate Planning, Simplified

Your family deserves a plan.
Build it in an afternoon.

EstateDeskI guides you step-by-step through a complete estate plan — trust, will, powers of attorney, and medical directives — all in one secure platform. No attorney required to get started.

6 Core Documents
AZ & TX Compliant
$2,000 Flat — No Surprises

Attorney-Reviewed Document Templates

State-Compliant for Arizona & Texas

256-bit Encrypted Document Vault

Optional Attorney Review Add-On

The Process

Four steps to a complete estate plan

No legal jargon. No overwhelm. Just a guided interview that turns your answers into signed-ready documents.

01

Create your account

Securely sign up and enter your basic information. Your data is encrypted and never shared.

02

Complete the guided interview

Answer simple questions about your family, assets, and wishes. We handle the legal language.

03

Review your documents

Your complete estate plan is generated instantly — review, edit, and download from your secure vault.

04

Sign & protect your family

Follow our signing guide. Add optional attorney or financial review for total confidence.

What You Get

Six documents. One complete estate plan.

Every document your family needs, built for your state, generated from your answers.

01

Revocable Living Trust

The foundation of your estate plan. Holds your assets, avoids probate, and transfers everything to your chosen beneficiaries — privately, without court involvement.

Core Document
02

Pour-Over Will

A companion to your trust. Catches any assets that weren't transferred into the trust during your lifetime and directs them into it at death.

Core Document
03

Durable Power of Attorney

Designates a trusted person to manage your finances — bank accounts, property, taxes, investments — if you become unable to do so yourself.

Financial
04

Healthcare Power of Attorney

Names someone you trust to make medical decisions on your behalf if you can't speak for yourself. Works alongside your Living Will.

Medical
05

Living Will / Advance Directive

Documents your end-of-life care wishes — life-sustaining treatment, feeding tubes, organ donation — so your family never has to guess during the hardest moments.

Medical
06

HIPAA Authorization

Grants specific people the legal right to access your medical records and communicate with your healthcare providers on your behalf.

Medical

Pricing

Simple, transparent pricing

One flat fee. No hourly billing. No surprises. Need extra confidence? Add a live expert review — your choice.

Complete Estate Plan
$2,000

Everything your family needs — all 6 legal documents, guided step-by-step wizard, and lifetime access to your secure document vault. Flat rate. No hourly billing. No surprises.

Get Started
Everything included:
  • Revocable Living Trust
  • Pour-Over Will
  • Durable Power of Attorney
  • Healthcare Power of Attorney
  • Living Will / Advance Directive
  • HIPAA Authorization
  • Secure document vault & lifetime access
  • State-compliant (AZ & TX)
  • Signing instructions included
  • Unlimited revisions
Optional Expert Add-Ons

Your documents are ready to sign straight from the platform. But if you want a real human expert to review everything before you do — we've got you covered.

⚖️
Attorney Review
+ $500

Sit down with a licensed estate planning attorney on a 1-hour Zoom call. They'll read through every document you've generated, flag anything specific to your situation, and answer every question you have before you sign.

  • 60-minute Zoom with a licensed attorney
  • Full document review — all 6 docs
  • Legal questions answered
  • State-specific signing guidance
  • Peace of mind before you execute
Add Attorney Review
💼
Financial Review
+ $500

Meet with an estate planning financial specialist in a 1-hour Zoom. They'll focus on the money side — retirement income, asset protection strategies, how your trust coordinates with your investments, and beneficiary tax planning.

  • 60-minute Zoom with a financial specialist
  • Retirement & income planning guidance
  • Asset protection strategies
  • Beneficiary & tax considerations
  • Trust funding walkthrough
Add Financial Review

Your family's future starts today.

It takes less than an afternoon. Stop putting it off.

Start My Estate Plan — $2,000